Financial Consultant Partner
4 days ago
Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP) , you are in the heart of the action , acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise , you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management . If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor , this could be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program ) A valid and active Series 66 (63/65) license required ( license(s) may be obtained under a condition of employment ) Preferred Qualifications: 3 years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insuranceaa415a4b-8b21-40fc-a65c-70d2b25ca29a
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Financial Consultant Partner
5 days ago
Lexington, MA, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr....
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Financial Consultant Partner
1 week ago
Lexington, MA, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr....
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Financial Consultant Partner
2 weeks ago
Lexington, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP) , you are in the heart of the action , acting as a trusted partner to our Sr....
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Financial Consultant Partner
2 weeks ago
Lexington, MA, United States Charles Schwab Full timeHere, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen...
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Financial Consultant Partner
3 weeks ago
Lexington, MA, United States Charles Schwab Full timeHere, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP) , you are in the heart of the action , acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise , you will...
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Financial Consultant Partner
4 weeks ago
Lexington, MA, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry...
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Human Resources Business Partner
5 days ago
Lexington, KY, United States Staff Financial Group Full timeJob DescriptionHuman Resources Business PartnerHR Business Partner - Lexington, KY Who: Strong Stable company What: HR Business Partner When: Immediate need Where: Lexington, KY Why: Growth Office Environment: Collaborative, team-oriented, and fast-paced. Salary: $100,000-$105,000 depending on experience and scope of responsibility. Position Overview: The HR...
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Human Resources Business Partner
2 weeks ago
Lexington, KY, United States Staff Financial Group Full timeJob DescriptionHuman Resources Business PartnerHR Business Partner - Lexington, KY Who: Strong Stable company What: HR Business Partner When: Immediate need Where: Lexington, KY Why: Growth Office Environment: Collaborative, team-oriented, and fast-paced. Salary: $100,000-$105,000 depending on experience and scope of responsibility. Position Overview: The HR...
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Senior Financial Consultant
2 weeks ago
Lexington, United States Kentucky Staffing Full timeWorkday Success Plans Team MemberYour work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most....
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Senior Financial Functional Consultant
4 weeks ago
Lexington, United States Kentucky Staffing Full timeWorkday Success Plans ConsultantYour work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most....
